“When our previous IFA said he wanted to increase our fees we decided to assess our options. What we found was Investor Profile. Since moving our portfolios we have found you to be professional, approachable, and full of new ideas.
The wealth management process you employ to look after our investments just makes a lot of sense. I don’t know why we were not doing it before. Your focus on costs i.e. reducing them, is great for us!”
Mr & Mrs Parker